Subject Root Tag

The Utah fintech encourages a playful attitude by devoting the first floor of its offices to entertainment and comfort with video games, Ping- Pong, a pool table and a lounge area.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Known for giving away its signature canary-hued Converse to employees and clients, this small API-centric fintech is poised to become a significant player in open banking thanks to parent company Mastercard and its vendor status with Fannie Mae and Freddie Mac.

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community.

This venture-backed company, which specializes in creating banking and payment platform APIs for other fintechs, attracts new recruits through a culture of learning.

Four months after shutting down, the fintech and some of its employees are joining SEI.

The firm plans to begin offering investments in digital assets in the second quarter.

The change will affect continuing education immediately and certification examinations starting in March 2022.

It’s yet another revenue stream that may face pressure after the custodian spawned a race to zero commissions more than a year ago.

Virtual training and orientation, including any licensing needed, will begin in July.

The recruit oversaw more than $650 million in client assets while at his former employer.

The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.

Anthony Diaz began the sentence immediately after a hearing in which a victim said he should “rot in hell” for the felonies.

Everything from corporate earnings and inflation expectations to valuation gaps suggest the market rotation has only just begun.

With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.

The changes mark a new phase in the tug-of-war between the structures.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.

Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.